M&T Bank
CWAN

M&T Bank’s Clearwater Analytics CWAN Stock Holding History

M&T Bank’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,164
Closed -$289K – 1510
2025
Q2 		$289K Buy
13,164
+4,492
+52% +$103K ﹤0.01% 1289
2025
Q1 		$233K Sell
8,672
-66,726
-88% -$1.87M ﹤0.01% 1356
2024
Q4 		$2.07M Sell
75,398
-2,415
-3% -$68.5K 0.01% 663
2024
Q3 		$1.96M Sell
77,813
-377
-0.5% -$8.48K 0.01% 685
2024
Q2 		$1.45M Sell
78,190
-4,509
-5% -$81.3K ﹤0.01% 757
2024
Q1 		$1.46M Buy
82,699
+4,464
+6% +$82.9K 0.01% 763
2023
Q4 		$1.57M Sell
78,235
-25,333
-24% -$499K 0.01% 726
2023
Q3 		$2M Sell
103,568
-1,454
-1% -$25.6K 0.01% 617
2023
Q2 		$1.67M Buy
105,022
+26,044
+33% +$411K 0.01% 704
2023
Q1 		$1.26M Sell
78,978
-8,849
-10% -$155K ﹤0.01% 778
2022
Q4 		$1.65M Sell
87,827
-1,626
-2% -$28.2K 0.01% 669
2022
Q3 		$1.5M Buy
89,453
+11,207
+14% +$163K 0.01% 678
2022
Q2 		$942K Buy
+78,246
New +$1.26M ﹤0.01% 790
2022
Q1 		– Sell
-82,084
Closed -$1.89M – 1577
2021
Q4 		$1.89M Buy
+82,084
New +$1.86M 0.01% 584

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank's CWAN Position: Q3 2025 in Review

M&T Bank sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 13,164 shares — an estimated $289K sold.

M&T Bank first reported a position in CWAN in Q4 2021 and held it in 14 quarters. The position peaked at $2.07M in Q4 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • M&T Bank reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • M&T Bank sold 13,164 Clearwater Analytics shares in Q3 2025, an estimated $289K.
  • M&T Bank first reported a position in Clearwater Analytics in Q4 2021 and held it in 14 quarters.
  • M&T Bank's Clearwater Analytics position peaked at $2.07M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on M&T Bank's 13F filing for Q3 2025, filed 14 Nov 2025.